2023 Form 5500 filing — Cape Fox Shared Services 401k Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014181013NAL0026916417001) for Cape Fox Shared Services 401k Plan, reported by Cape Fox Shared Services under EIN 27-1289495 and plan number 001. It reports 1,517 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014181013NAL0026916417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cape Fox Shared Services
- EIN
- 27-1289495
- Plan number
- 001
- Location
- Manassas, VA
- Participants
- 1,517
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,989,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,989,147
- Employer contributions
- $2,003,629
- Participant contributions
- $3,593,399
- Total income / additions
- $12,040,615
- Benefits paid
- $4,996,125
- Administrative expenses
- $147,839
- Total expenses
- $5,143,964
- Net increase / (decrease)
- $6,896,651
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $142,772 | $0 |
| Gallagher Benefit Services Inc | SERVICE PROVIDER | $0 | $46,304 |
| Morningstar Investment Management | SERVICE PROVIDER | $5,067 | not reported in the loaded dataset |